• Utilities - Offers Pages
  • Utilities - Offers|Query Select Page
  • Utilities - Offers|Offer Invoice Page
  • Utilities - Offers|Offer Update Page
• Performing Offers Batch Processes
  • Printing Offer Invoices
    • Searching for Applicable Offers to Invoice
    • Generating Offer Invoices
  • Updating Offers in a Batch
    • Searching for Offers to Update in a Batch
    • Updating Offer Start and End Dates in a Batch
    • Updating Offer Statuses in a Batch
    • Declining Offers in a Batch
    • Removing Promotions from Offers in a Batch
    • Updating Promotions on Offers in a Batch

Once a query is selected from the Utilities application Offers|Query Select page, you can search for the offers that you want to invoice by entering criteria in the fields in the Offer Invoice group box. Once the query is run, the resultant list of offers is displayed in the Select Offers group box. You can select some or all of the offers displayed to invoice the associated customers for the contents of the selected offers.

Invoices are able to be emailed to the customers or printed off for direct mailing. If printed, you can designate a printer for the invoices.

The following image illustrates the Utilities application Offers|Offer Invoice page:

The Offers|Offer Invoice Page

Selecting the General Offer Invoice query will enable the following properties on the Offers|Offer Invoice page:

Field	Description
Customer Number	Enables you to filter the search based on the a range of customer numbers.
Start Date	Enables you to filter the search based on a range of dates in which the offer began. Enter the date or relative date in the field or select a date by clicking or next to the field. For more information, refer to Using the Calendar to Select a Date and Using Relative Dates and Times.
End Date	Enables you to filter the search based on a range of dates in which the offer will end. Enter the date or relative date in the field or select a date by clicking or next to the field. For more information, refer to Using the Calendar to Select a Date and Using Relative Dates and Times.
Promotion	Enables you to filter the search based on any promotion included in the offer. To add additional fields, click or press CTRL+TAB once you have made an entry.
Offer Name	Enables you to filter the search based on the name of the offer. To add additional fields, click or press CTRL+TAB once you have made an entry.
Contact First Name	Enables you to filter the search based on the contact's first name. To add additional fields, click or press CTRL+TAB once you have made an entry.
Contact Last Name	Enables you to filter the search based on the contact's last name. To add additional fields, click or press CTRL+TAB once you have made an entry.
Page Size	Enables you to specify the number of records to display per page returned in the results.
Search Type	Enables you to choose the appropriate type of matches you are expecting: Match Any: When you want to search for records containing one or more of the search terms you selected. Match All: When you want to search for records that contain all of the search terms you selected.